See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,663 | $69,362+1.9% | $101,248-30.2% | $73,488-3.8% |
| Participation rate | 47.2% | 68.4%-21.1pp | 75.8%-28.6pp | 70.7%-23.4pp |
| Annual return | 29.97% | 18.46%+11.5pp | 46.47%-16.5pp | 28.51%+1.5pp |
| Employer contribution / active EE | $1,655 | $2,628-37.0% | $3,660-54.8% | $2,270-27.1% |
| Participant deferral / active EE | $3,553 | $3,300+7.7% | $4,370-18.7% | $3,740-5.0% |
| Admin fee / account holder | $53 | $704-92.5% | $5,945-99.1% | $513-89.7% |